Find partner account overlap and create co-sell campaign plays

In Crossbeam, identify overlap between your target accounts, open opportunities, customers, and your partner's corresponding populations. Export or sync account lists for shared customers, shared prospects, your open opportunities where the partner has influence, and partner customers that match your ICP. Keep populations separate because each one needs a different campaign motion.

Import the overlap accounts into Clay and enrich each account with industry, size, geography, funding, technology signals, open roles, recent news, and CRM status. Add columns for partner relationship type, likely use case, campaign fit, and recommended motion. Use Clay's AI enrichment to summarize why each account belongs in a co-sell, co-marketing, warm intro, or nurture path.

For this partner-overlap account, recommend the best campaign motion.

Account data:
{{account_data}}

Partner relationship type:
{{partner_relationship_type}}

Our joint value proposition:
{{joint_value_proposition}}

CRM status:
{{crm_status}}

Choose one motion:
- Co-sell with partner intro
- Co-marketing nurture
- Customer expansion
- Integration education
- Do not pursue now

Output:
1. Recommended motion
2. Reasoning
3. Suggested account angle
4. Partner involvement needed
5. Risk or approval note
6. Priority score from 1-5